• Barnes Legacy Advisory Group Initial Client Intake & Consultation Request

    Thank you for considering Barnes Legacy Advisory Group. Please complete this brief intake so we can learn more about your goals, identify the type of assistance you may need, and determine the appropriate next step.

  • What Happens Next

    Once your intake is submitted, Barnes Legacy Advisory Group will review your information to better understand your goals and the type of assistance you are seeking. If appropriate, you will receive instructions to schedule a 15-Minute Clarity Call. This brief call allows us to clarify your needs and determine the most appropriate next step. Depending on your needs, next steps may include a Strategic Advisory Session, a service-specific readiness assessment, or another appropriate recommendation. Completing this intake does not establish a client relationship or guarantee acceptance for services.

  • Client Information

  • Format: (000) 000-0000.
  • How did you hear about Barnes Legacy Advisory Group?*
  • Where are you located?*
  • What is your current organizational structure?*
  • What type of assistance are you primarily seeking?*
  • Do you currently have a trust or estate structure?
  • How soon are you looking to move forward?*
  • Are you prepared to move forward with advisory or structuring support if recommended?

  • Barnes Legacy Advisory Group provides strategic advisory and educational guidance only. Services do not consitute legal, tax, accounting, investment, or other regulated professional advice. Clients should consult appropriately licensed professional for those matters.

     

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